MELOVEE WHITE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MELOVEE WHITE TRUST (EIN 45-3245404)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349101347
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T10:08:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10001 REUNION PLACE SUITE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782164137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453245404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Melovee White Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALICE CLARE | InCareOfNm |
| Business Name Control | MELO | BusinessNameControlTxt |
| Phone | 2108282058 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE Loop 410 Ste 315 | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice Clare | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2108282058 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lois E Place CPA | PreparerPersonNm |
| PTIN | P00104857 | PTIN |
| Phone | 2108282058 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,848,006 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,394,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $813,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,170 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,170 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,478 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,782 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,140 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,140 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $459 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $878 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $88 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $60 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $545 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $995 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,990 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,850,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,850,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,932,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,990 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,888,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,118,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,317,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,841 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $736,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,394,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,607,419 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,760,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,098,495 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,032,447 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,821 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,713 | LandBOYAmt |
| Land EOY | $2,835 | LandEOYAmt |
| Land EOYFMV | $2,835 | LandEOYFMVAmt |
| Other Assets BOY | $2,422 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,820,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,701,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,848,006 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,820,248 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,701,613 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,820,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,820,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,701,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,820,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,118,635 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,701,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,701,613 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST BOX A, DETAILS AVAILABLE ON REQUEST | P | 2013-12-24 | 2014-02-26 | $1,088,640 | $1,112,468 | -$23,828 | -$23,828 |
| LT BOX D, DETAILS AVAILABLE ON REQUEST | P | 2012-09-13 | 2014-07-07 | $1,205,019 | $1,182,936 | $22,083 | $22,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,038,324 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,021,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.343661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $664,497 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,113,275 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.314439 | DistributionYr2Rt |
| Total Distribution | 0.6581 | TotalDistributionRt |
| Average Distribution | 0.32905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,279,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,066,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,720 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,067,953 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,888,838 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,440 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,440 | SubtotalAmt |
| Tax Based On Investment Income | $3,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $3,447 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE CLARE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2108282058 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP STE 315 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE CLARE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE Loop 410 Ste 315 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $36,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,514,498 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $853,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,299 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,375,015 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,375,015 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,279,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,440 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,440 | TotalTaxAmt |
| Distributable Before Adj | $310,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $310,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $310,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,888,838 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,888,838 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,888,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $597,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $887,866 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,484,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,888,838 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $310,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,578,308 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,063,214 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,063,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $597,040 | ExcessFromYear2Amt |
| Excess From Year1 | $887,866 | ExcessFromYear1Amt |
| Excess From Current Year | $1,578,308 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Children's Shelter | ||||||||
| 2939 W Woodlawn Ave | San Antonio | TX | 78228 | NONE | PC | Emergency shelter support | $100,000 | |
| Congo Initiative Inc | ||||||||
| PO BOX 246 | Germantown | WI | 53022 | NONE | PC | Building Human and Technological Capacity for Transforming Congo Program | $125,000 | |
| SETON HOME | ||||||||
| 1115 MISSION ROAD | SAN ANTONIO | TX | 78210 | NONE | PC | SAFE SHELTER PROGRAM | $100,000 | |
| Any Baby Can of San Antonio Inc | ||||||||
| 217 Howard Street | San Antonio | TX | 78212 | NONE | PC | Reaching Families Facing Autism (RFFA) Program | $75,000 | |
| Christian Assistance Ministry (CAM) | ||||||||
| 110 McCullough Avenue | San Antonio | TX | 78215 | NONE | PC | Cash-in-Aid program: Emergency services for working poor families and those with diabilities or fixed incomes in the community | $25,000 | |
| Support Lending for Emotional Well-Being (SLEW) | ||||||||
| 12521 Nacogdoches Rd 101 | San Antonio | TX | 78217 | NONE | PC | Mental Health and Spiritual Counseling for Low Income Women with Cancer program | $50,000 | New Creation Plaza |
| The Ecumenical Center | ||||||||
| 8310 Ewing Halsell Dr | San Antonio | TX | 78229 | NONE | PC | SUPPORT THE PURPOSE OF PROVIDING COUNSELING, EDUCATION, AND CONSULTATION TO THOSE SEEKING ASSISTANCE | $100,000 | |
| Sapphire School and Resource Center | ||||||||
| 835 Isom Rd | San Antonio | TX | 78216 | NONE | PC | Implementation of a Kindergarten Class Room, Furniture & Computer equipment | $25,000 | |
| Texas Burn Survivor Society Inc | ||||||||
| 8531 N New Braunfels Suite 102 | San Antonio | TX | 78217 | NONE | PC | 2015 Pediatric Summer Burn Camp, Camp David and continued development and implementation for a fire safety and burn prevention program, Leaders in Fire Education program | $50,000 | |
| Unicorn Centers Inc | ||||||||
| 4630 Hamilton Wolfe | San Antonio | TX | 78229 | NONE | PC | Three Impacts One Program - Shelter needs (building reconstruction) | $125,000 | |
| St Peter's Episcopal Church | ||||||||
| 412 North Live Oak | Rockport | TX | 78382 | NONE | PC | A New Day: Remember, Rededicate, Rejoice Campaign | $175,000 | |
| ChildSafe | ||||||||
| 7130 West US Hwy 90 | San Antonio | TX | 78227 | NONE | PC | ChildSafe Programs and Core Services program | $175,000 | |
| Voices for Children of San Antonio | ||||||||
| One Haven for Hope Way 3323 | San Antonio | TX | 78207 | NONE | PC | Community Campaign to Prevent Child Maltreatment Program | $175,000 | |
| Sponsel Foundation | ||||||||
| 311 Camden Street Suite 306 | San Antonio | TX | 78215 | PC | Right to Vision Outreach Program | $125,000 | ||
| San Antonio Metropolitan Ministry Inc | ||||||||
| 5254 Blanco Road | San Antonio | TX | 78216 | PC | Transitional Living and Learning Center for Homeless Families Program | $100,000 | ||
| San Antonio Lighthouse for the Blind | ||||||||
| 2305 Roosevelt Avenue | San Antonio | TX | 78210 | NONE | PC | San Antonio Lighthouse Children and Youth Programs | $175,000 | |
| The Ecumenical Center | ||||||||
| 8310 Ewing Halsell Dr | San Antonio | TX | 78229 | NONE | PC | Overcoming Trauma and PTSD Program | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,850,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $99,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $213,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,983 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ESTATE OF MELOVEE WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 NE LOOP 410 SUITE 315 | AddressLine1Txt |
| City | SAN ANTONIO TX | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - DETAIL ON REQUEST | StockNm |
| EOY Book Value | $1,394,978 | EOYBookValueAmt |
| EOYFMV | $1,607,419 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME-DETAIL ON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,098,495 | BookValueAmt |
| EOYFMV | $4,032,447 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,422 | BOYBookValueAmt |
| EOY Book Value | $4,464 | EOYBookValueAmt |
| EOYFMV | $4,464 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $111 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $1,000 | |
| FOREIGN TAXES | $459 | $459 |
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